Schedule a call with us today, and we can help you define your ideal retirement based on your goals and dreams - on what's most important to you. We'll examine all aspects of your current financial situation to determine your retirement income needs, now and for the future. We'll build a strategy from scratch, designed to help you meet your goals and stay on track no matter what life may throw at you.
We're with you every step of the way as we put your custom financial strategy to work, keeping you updated and informed. We'll meet with you regularly, monitoring your strategy and providing ongoing modifications to help make sure your plan stays on track. At Nova Wealth Management, we believe long-term financial security calls for thorough planning.
We're with you every step of the way as we put your custom financial strategy to work, keeping you updated and informed. We'll meet with you regularly, monitoring your strategy and providing ongoing modifications to help make sure your plan stays on track. At Nova Wealth Management, we believe long-term financial security calls for thorough planning.
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Our Team
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Founded by James and Amy Novakovich in 2011, Nova Wealth Management is made up of qualified financial professionals who are passionate about helping individuals and families live out their faith and achieve their ideal retirements. Drawing on nearly 20 years of experience, James helps clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.
Retirement Income Planning
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Strategic retirement planning is essential to help meet your goals. Nova Wealth Management will evaluate your current situation and help you identify potential sources of income in retirement - such as a pension, Social Security and retirement savings. Whether you live in Chicago, IL or Bonita Springs, Marco Island, Naples, Fort Myers, Estero and any of the surrounding areas, we're here to help you feel confident in your financial future.
Retirement Investment Planning
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When it comes to retirement planning, it's never too early to start saving. The earlier you start investing, the more time your retirement savings will have the potential to grow. You may even be able to take advantage of compound earnings by investing early and staying invested. Nova Wealth Management uses your unique goals, current financial picture and risk tolerance to create an individualized investment portfolio.
Retirement Tax Planning
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Finances are one of many things that change when you retire. The good news is, proper planning can help you mitigate these changes with ease. As a retiree, you have the power to decide how much you want or need to withdraw from various retirement plans, meaning you'll have some control over tax situations.
Legacy Estate Planning
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Everyone leaves a legacy. The way you live your life may have lasting effects on your loved ones, whether you are wealthy or not. If you are married, have children, own a house or have investments or titled property, a personalized estate plan is essential to protect you, your loved ones and your assets if the unthinkable happens.
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